Our Services BUSINESS VALUATION When it comes to placing a value on a business interest, anyone can have an opinion and most people do. In most situations, someone’s opinion is not enough. Business valuations should be done by business valuation specialists with appropriate experience and qualifications. Williams & Company, P.C. has Certified Valuation Analysts (CVA’s) who are members of the National Association of Certified Valuation Analysts. The kinds of activities typically requiring a business valuation are: Sale or merger Business acquisition Litigation assistance Buy/sell agreements Estate planning Securing financing Employee Stock Ownership Plan (ESOP) valuations Gifting of business interests Resolving shareholder disputes Estate tax filings Determining life insurance needs Establishing the true value of a business requires looking at more than the assets on a financial statement. There are many issues that impact the true value of a business. The process will cover: Establish proper valuation methodology Definition of the critical issues Historical and forecasted financial analysis Evaluation of the economic outlook for business and industry Statistical and financial analysis Search for hidden assets not apparent in financial statements Determination of discounts to be applied to partial and impaired marketability interests Reports which will include documentation of all conclusions In the majority of cases, the primary reason for a business valuation is to develop information for the purposes of further negation. Williams & Company, P.C.’s specialists provide an independent and credible source for the full range of characteristics and components of the business. Williams & Company, P.C. is an audit, accounting and tax firm and has specialists covering a wide range of businss issues, including tax law, statistical and financial analysis, and asset valuation issues. Whether you are looking for a qualified third party opinion or simply technical advice regarding valuation issues, Williams & Company, P.C. is uniquely qualified to assist you. Our staff will bring: Experience, background and credentials to provide credible, independent opinions. Knowledge of financial and non-financial issues affecting the business. Effective presentation of methodology used and factors considered in the valuation. Enhance your chances for success in complex negotiations by providing you with supportable valuation conclusions. Williams & Company, P.C.’s specialists do not just write a valuation report, they are prepared to assist you in negotiations, provide expert testimony or a second opinion on values established by a third party. For more information on our Business Valuation services, contact Larry Harden, CPA, CVA.   Back to Our Services